Resolute Wealth Strategies

Resolute Wealth Strategies as of March 31, 2024

Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 94 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 14.4 $24M 139k 171.48
Fidelity Total Bond Etf Etf (FBND) 7.2 $12M 263k 45.31
Amazon Stock (AMZN) 4.9 $8.0M 45k 180.38
Ishares S&p 500 Growth Etf Etf (IVW) 4.5 $7.4M 88k 84.44
Blackstone Secd Lending Cef (BXSL) 4.2 $6.9M 222k 31.15
Nvidia Corporation Stock (NVDA) 4.1 $6.8M 7.5k 903.62
Caterpillar Stock (CAT) 3.4 $5.6M 15k 366.43
Taiwan Semiconductor Mfg Adr (TSM) 3.1 $5.1M 38k 136.05
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 3.0 $4.9M 12k 420.53
Ishares S&p 500 Value Etf Etf (IVE) 2.8 $4.6M 25k 186.81
Spdr Gold Shares Etf (GLD) 2.7 $4.4M 22k 205.72
Spdr S&p 500 Etf Trust Etf (SPY) 2.3 $3.8M 7.3k 523.09
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.2 $3.7M 24k 152.26
Blackstone Stock (BX) 2.2 $3.6M 27k 131.37
Jpmorgan Active Value Etf Etf (JAVA) 1.9 $3.1M 53k 59.89
Microsoft Corp Stock (MSFT) 1.8 $3.1M 7.3k 420.73
Jpmorgan Active Growth Etf Etf (JGRO) 1.8 $3.0M 43k 70.21
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 1.8 $2.9M 148k 19.91
Amgen Stock (AMGN) 1.8 $2.9M 10k 284.32
Jpmorgan Chase & Co Stock (JPM) 1.7 $2.8M 14k 200.30
Shopify Inc Cl A Stock (SHOP) 1.5 $2.5M 32k 77.17
Exxon Mobil Corp Stock (XOM) 1.5 $2.4M 21k 116.24
Renasant Corp Stock (RNST) 1.4 $2.4M 76k 31.32
At&t Stock (T) 1.4 $2.3M 132k 17.60
First Trust Dow Jones Internet Index Fund Etf (FDN) 1.0 $1.7M 8.2k 205.09
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $1.7M 11k 150.93
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.9 $1.4M 25k 57.86
Murphy Oil Corp Stock (MUR) 0.8 $1.3M 28k 45.70
Chipotle Mexican Grill Stock (CMG) 0.7 $1.1M 385.00 2906.77
Walmart Stock (WMT) 0.6 $1.1M 18k 60.17
Merck & Co Stock (MRK) 0.6 $1.0M 7.7k 131.95
Visa Inc Com Cl A Stock (V) 0.6 $933k 3.3k 279.10
Unitedhealth Group Stock (UNH) 0.5 $896k 1.8k 494.65
Ishares Semiconductor Etf Etf (SOXX) 0.5 $851k 3.8k 225.93
Eli Lilly & Co Stock (LLY) 0.5 $806k 1.0k 777.62
American Express Stock (AXP) 0.5 $779k 3.4k 227.72
Ishares Select Dividend Etf Etf (DVY) 0.5 $757k 6.1k 123.18
Workday Inc Cl A Stock (WDAY) 0.5 $747k 2.7k 272.75
Meta Platforms Inc Cl A Stock (META) 0.4 $688k 1.4k 485.44
Abbvie Stock (ABBV) 0.4 $683k 3.8k 182.11
Leidos Holdings Stock (LDOS) 0.4 $667k 5.1k 131.08
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.4 $662k 7.6k 86.67
Ishares Silver Trust Etf (SLV) 0.4 $634k 28k 22.75
Vanguard Health Care Etf Etf (VHT) 0.4 $622k 2.3k 270.52
Lowes Cos Stock (LOW) 0.4 $614k 2.4k 254.73
Union Pac Corp Stock (UNP) 0.4 $614k 2.5k 245.90
Procter And Gamble Stock (PG) 0.4 $597k 3.7k 162.24
Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.3 $566k 9.7k 58.64
Home Depot Stock (HD) 0.3 $555k 1.4k 383.73
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $553k 1.2k 444.14
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $539k 1.0k 525.91
Spdr S&p Dividend Etf Etf (SDY) 0.3 $532k 4.1k 131.25
Chevron Corp Stock (CVX) 0.3 $499k 3.2k 157.76
Murphy Usa Stock (MUSA) 0.3 $494k 1.2k 419.16
Marathon Pete Corp Stock (MPC) 0.3 $469k 2.3k 201.50
Vanguard Russell 1000 Value Etf Etf (VONV) 0.3 $466k 5.9k 78.64
Waste Mgmt Inc Del Stock (WM) 0.3 $460k 2.2k 213.13
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $438k 4.6k 94.41
Coca Cola Stock (KO) 0.3 $435k 7.1k 61.18
Advanced Micro Devices Stock (AMD) 0.3 $434k 2.4k 180.49
Sherwin Williams Stock (SHW) 0.3 $428k 1.2k 347.26
Servisfirst Bancshares Stock (SFBS) 0.3 $424k 6.4k 66.36
Hca Healthcare Stock (HCA) 0.3 $413k 1.2k 333.45
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $395k 2.7k 147.74
Bank America Corp Stock (BAC) 0.2 $393k 10k 37.92
Principal Financial Group Stock (PFG) 0.2 $385k 4.5k 86.31
Eastgroup Pptys Reit (EGP) 0.2 $359k 2.0k 179.74
Johnson & Johnson Stock (JNJ) 0.2 $345k 2.2k 158.17
Fortinet Stock (FTNT) 0.2 $342k 5.0k 68.31
Dnp Select Income Cef (DNP) 0.2 $341k 38k 9.07
Halliburton Stock (HAL) 0.2 $315k 8.0k 39.42
International Business Machs Stock (IBM) 0.2 $310k 1.6k 190.96
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.2 $290k 2.5k 115.99
Trustmark Corp Stock (TRMK) 0.2 $275k 9.8k 28.11
Vanguard Growth Etf Etf (VUG) 0.2 $273k 792.00 344.38
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $269k 1.5k 183.92
Genuine Parts Stock (GPC) 0.2 $263k 1.7k 154.90
United Cmnty Bks Blairsvle Ga Stock (UCBI) 0.2 $260k 9.9k 26.32
Vanguard Information Technology Etf Etf (VGT) 0.2 $260k 496.00 524.67
Cvs Health Corp Stock (CVS) 0.2 $254k 3.2k 79.77
Mcdonalds Corp Stock (MCD) 0.2 $251k 890.00 281.80
Jpmorgan Income Etf Etf (JPIE) 0.2 $249k 5.5k 45.56
Csx Corp Stock (CSX) 0.1 $243k 6.5k 37.07
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.1 $240k 1.6k 153.77
Moodys Corp Stock (MCO) 0.1 $236k 600.00 393.03
Pfizer Stock (PFE) 0.1 $234k 8.4k 27.75
Valvoline Stock (VVV) 0.1 $224k 5.0k 44.57
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $218k 3.1k 70.00
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $216k 1.2k 182.55
Ishares U.s. Technology Etf Etf (IYW) 0.1 $215k 1.6k 135.04
Defiance Next Gen Connectivity Etf Etf (FIVG) 0.1 $207k 5.3k 39.08
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $202k 3.3k 60.75
First Horizon Corporation Stock (FHN) 0.1 $179k 12k 15.40
Markforged Holding Corporation Stock (MKFG) 0.0 $14k 17k 0.84